SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,061 | -2.7% | 43 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,119 | -2.3% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,168 | +2.5% | 43 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $2,116 | +5.8% | 43 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -95.0% | 43 | -94.0% | 0.00% | -95.8% |
| Q4 2021 | $40,000 | -2.4% | 715 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $41,000 | 0.0% | 715 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $41,000 | +2.5% | 715 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $40,000 | -2.4% | 715 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $41,000 | -2.4% | 715 | 0.0% | 0.02% | -13.8% |
| Q3 2020 | $42,000 | 0.0% | 715 | 0.0% | 0.03% | -32.6% |
| Q2 2020 | $42,000 | 0.0% | 715 | 0.0% | 0.04% | -2.3% |
| Q1 2020 | $42,000 | -41.7% | 715 | -45.2% | 0.04% | -21.4% |
| Q4 2019 | $72,000 | – | 1,305 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
| HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
| WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
| Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
| ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
| BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
| Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
| STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
| Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |